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Timucuan Asset Management’s Dream Finders Homes DFH Stock Holding History

Timucuan Asset Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-882,669
Closed -$7.64M – 32
2022
Q4 		$7.64M Sell
882,669
-332,841
-27% -$3.34M 0.33% 26
2022
Q3 		$12.9M Hold
1,215,510
– – 0.62% 21
2022
Q2 		$12.9M Hold
1,215,510
– – 0.6% 20
2022
Q1 		$20.8M Buy
1,215,510
+2,535
+0.2% +$48.7K 0.81% 19
2021
Q4 		$23.6M Buy
1,212,975
+5,675
+0.5% +$98.9K 0.87% 19
2021
Q3 		$20.9M Buy
1,207,300
+869,159
+257% +$18.1M 0.81% 20
2021
Q2 		$8.26M Buy
338,141
+1,300
+0.4% +$33.6K 0.33% 25
2021
Q1 		$8.11M Buy
+336,841
New +$8.26M 0.36% 23

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Timucuan Asset Management's DFH Position: Q1 2023 in Review

Timucuan Asset Management sold out of Dream Finders Homes (DFH) in Q1 2023, closing a stake of 882,669 shares — an estimated $7.64M sold.

Timucuan Asset Management first reported a position in DFH in Q1 2021 and held it in 8 quarters. The position peaked at $23.6M in Q4 2021. 94 funds tracked by Wall St. Rank hold DFH as of Q1 2023.

  • Timucuan Asset Management reported no remaining Dream Finders Homes position as of Q1 2023 after selling out during the quarter.
  • Timucuan Asset Management sold 882,669 Dream Finders Homes shares in Q1 2023, an estimated $7.64M.
  • Timucuan Asset Management first reported a position in Dream Finders Homes in Q1 2021 and held it in 8 quarters.
  • Timucuan Asset Management's Dream Finders Homes position peaked at $23.6M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2023.

Based on Timucuan Asset Management's 13F filing for Q1 2023, filed 12 May 2023.